See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,720 | $77,813+23.0% | $123,544-22.5% | $64,186+49.1% |
| Participation rate | 89.7% | 74.7%+15.0pp | 82.3%+7.4pp | 69.6%+20.1pp |
| Annual return | -4.53% | 12.48%-17.0pp | 119.20%-123.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $4,224 | $3,014+40.1% | $4,628-8.7% | $2,381+77.4% |
| Participant deferral / active EE | $3,812 | $5,240-27.2% | $6,426-40.7% | $3,470+9.9% |
| Admin fee / account holder | $7,489 | $5,519+35.7% | $9,284-19.3% | $4,888+53.2% |